Scout Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,121,867
Clients
103
Advisors
1
of 1 employees
About
Scout Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. Its services include ongoing portfolio management with a written Investment Policy Statement for each client, financial planning, and consulting for employee benefit plans (including 401(k) plans), as well as advice on mutual funds, ETFs, fixed income, annuities, and private placements.
The firm documents client goals and risk tolerance and offers both discretionary and non-discretionary management, applying fundamental and quantitative analysis to guide asset allocation and security selection. Investment strategies include long-term trading and options trading (including covered and uncovered positions); accounts are monitored regularly and clients receive custodial reporting on a monthly basis with formal reviews at least quarterly.
Distinctive aspects noted in the brochure include an affiliated insurance activity: a licensed insurance agent associated with the adviser accepts compensation for insurance and annuity sales, and the firm discloses and documents that conflict and seeks client approval before executing such transactions. The firm also highlights pension consulting for retirement plans — a service less common among similar independent advisers — and reports managing approximately $67 million in client assets.
Client services
Expertise
Fee options
Fixed fee up to $10,000 for creating financial plans (not available to Washington clients).
Up to 1.40%
Advisors receive commissions for sales of insurance products, but commissions are not the primary source of compensation.
$250 per hour for financial planning services.
Main office
4900 SW Griffith Drive, Suite 256
Beaverton OR 97005
Advisors at this office
1
Most active in
Oregon · Texas · Washington
Also doing business as
Scout Asset Management · Tyler S Hilligoss LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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